Samuel
Carlson

Bancwest Investment Services, Inc

CRD#5786527
Investment Advisor
in Tempe, AZ

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About this Advisor

Samuel Carlson is a financial advisor based in Tempe, Arizona, with a total of 12 years of professional experience. Carlson is currently employed by Bancwest Investment Services, Inc. Over the course of their career, they have held roles at Edward Jones, Morgan Stanley, St. Louis Motorcars, Wells Fargo Advisors, Maryville University Of St. Louis, Relocating, Morgan Stanley Private Bank, N.A, Bank Of The West and Bancwest Investment Services, Inc. Carlson has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Arizona and Texas. Bancwest Investment Services, Inc is a business headquartered in Tempe, Arizona. The investment advisory business has offices in 547 locations and a total of 361 advisors. It manages $2 billion in assets between its 8,147 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves four charities and foundations. Of its 8,147 accounts, just 2% belong to high-net-worth investors who have greater than $1 million in investable assets. The company has a few services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees usually vary depending on which services are offered. Fees billed by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

1625 W Fountainhead Pkwy 9Th Flr
Tempe, AZ 85282

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$1,531,290,151

AZ Average: $1,978,216,465
Total Number of Employees

361

AZ Average: 226
Total Number of Accounts

8,147

AZ Average: 7,467
Average Account Size

$187,958

AZ Average: $264,928

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Samuel Carlson Work History

Samuel has 13 years of experience.

2018 - Present (2 years)

Bank Of The West

2018 - Present (2 years)

Bancwest Investment Services, Inc

2016 - 2018 (2 years)

Morgan Stanley

2016 - 2016 (< 1 year)

Relocating

2016 - 2018 (2 years)

Morgan Stanley Private Bank, N.A

2012 - 2016 (4 years)

St. Louis Motorcars

2011 - 2012 (1 year)

Wells Fargo Advisors

2010 - 2010 (< 1 year)

Edward Jones

2007 - 2011 (4 years)

Maryville University Of St. Louis

Disclosures

Samuel Carlson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Milap Shah
Albuquerque, NM
John Lee
Palo Alto, CA
Dimitre Ivanov
New York, NY
John Mathison
Anoka, MN
Gianluca Paci
Los Angeles, CA
Angela Reynolds
Los Angeles, CA
Hamza Farooquee
Tustin, CA
George Saliga
Mountain View, CA

This content was compiled from the SEC and FINRA.

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